Financial Planning Administrator
St Asaph, hybrid - to £30,000 plus benefits
Are you an organized, detail-oriented professional passionate about delivering exceptional client service? Our client, a prominent UK-based wealth management firm managing over £8 billion in client assets, is seeking a dedicated Financial Planning Administrator to join their Financial Planning team.
About the Role:
The successful candidate will play a pivotal role in supporting Financial Planners to deliver outstanding service to clients. This is an excellent opportunity to join a dynamic team in a firm committed to providing personalised financial planning and investment management services.
Key Responsibilities:
- Maintain strong, collaborative relationships with Financial Planners and their clients.
- Coordinate Financial Planners' schedules, including managing diaries, booking appointments, and preparing for meetings.
- Ensure client data is up-to-date, clients are appropriately segmented, and service standards are consistently met.
- Assist with annual review scheduling, post-meeting actions, and the preparation and distribution of suitability reports.
- Process new business submissions and handle related queries.
- Reconcile client fees monthly in collaboration with Finance and Financial Planners.
- Share knowledge and expertise with internal teams to improve processes and services.
What We're Looking For:
- Strong organisational skills with the ability to manage multiple priorities and meet deadlines.
- Excellent knowledge of Microsoft Office Suite (Word, Excel, PowerPoint, Teams).
- A collaborative mindset with a willingness to share knowledge across national hubs.
- A commitment to maintaining industry, product, and regulatory knowledge through continuous learning.
- Previous experience in an IFA Administration or a similar client-facing support role is a plus.
What’s on Offer:
- Salary: Up to £30,000 (potentially higher for the right candidate).
- Hybrid Working: Balance your time between home and office.
- Work Anywhere: Work remotely from the EU for up to 4 weeks a year.
- Bonus: Annual discretionary bonus.
- Pension: 6% employer contribution.
- Holiday: 26 days, plus the option to buy and sell additional days.
- Private Medical Coverage, Life Assurance, and Group Income Protection.
Why Apply?
This is your chance to join a forward-thinking firm committed to excellence in wealth management. If you’re ready to take your career to the next level, this opportunity offers the perfect platform to grow and succeed.
Sector:
- Financial Services
- Financial Planning
